Fund performance

We aim to deliver the best returns we can without compromising our ethical investment stance.

Returns are calculated and allocated to member accounts quarterly (31 March, 30 June, 30 September and 31 December).

The investment returns (before tax and fees) for each scheme at 30 September 2019 are:

Pension Fund (Locked-in Account)
Fund 3 months 12 months (p.a.) 3 years (p.a.) 5 years (p.a.)
CFS Locked-in Account 3.4% 9.4% 10.3% 9.3%
Christian KiwiSaver Scheme
Fund 3 months 12 months (p.a.) 3 years (p.a.) 5 years (p.a.)
Growth 3.9% 11.0% 12.0% 10.7%
Balanced 3.0% 8.8% 9.0% 8.5%
Income 1.3% 5.7% 3.9% 4.5%
Retire Fund
Pool 3 months 12 months (p.a.) 3 years (p.a.) 5 years (p.a.)
Balanced 3.0% 8.5% 8.9% 8.4%
Conservative 1.3% 5.5% 3.7% 4.7%

Notes

  • Saving for your retirement is a long-term investment and you should keep this in mind, particularly when looking at performance over the short term.
  • Past performance is not a guarantee or indication of future performance. Returns can vary when measured over different periods.